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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,460 | $100,938-90.6% | $90,461-89.5% | $158,982-94.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 15.39% | 1727.20%-1711.8pp | 1294.76%-1279.4pp | 302.99%-287.6pp |
| Employer contribution / active EE | $1,414 | $3,691-61.7% | $3,264-56.7% | $4,763-70.3% |
| Participant deferral / active EE | $1,515 | $4,350-65.2% | $3,964-61.8% | $5,983-74.7% |
| Admin fee / account holder | $3,641 | $6,510-44.1% | $5,617-35.2% | $11,252-67.6% |